Private Banker

Old National Bank•Milwaukee, WI

2d•$79,400 - $156,000

About The Position

Old National Bank seeks a Private Banker to deliver personalized financial guidance and an exceptional client experience to existing and prospective Private Banking clients. Private Banking eligibility generally requires at least $250,000 in qualified deposit, investment, and trust assets held at Old National under the same ownership as the client’s Private Banking checking account. An alternative pathway is the Private Prestige program for qualifying early-career professionals, who have 10 years from account opening to qualify for Private Elite status. The Private Banker is the primary sales driver for Private Banking deposit and lending products, a key connector to internal Wealth, Mortgage, Commercial, Community, and Treasury Management partners, and an industry expert responsible for building and retaining a relationship portfolio. The role involves assessing client needs, coordinating solutions and service, developing new business through self-sourcing, and maintaining advanced knowledge of products, processes, legislation, and industry trends. The stated salary range is $79,400 to $156,000 per year, plus bonus. Actual offers may vary based on responsibilities, skills, experience, education, and geographic location.

Requirements

Bachelor’s degree required.
At least 1–3 years of experience with a financial institution focused on client service and sales is strongly desired, preferably in the affluent or high-net-worth segment.
Demonstrated professionalism and financial or banking industry knowledge.
Superior client service and ability to interact with clients and associates at all levels.
NMLS registration, or ability to obtain NMLS registration.
Strong working knowledge of Wealth, Community, Mortgage, Treasury Management, and Commercial Banking lines of business is required to provide customers with confident responses and direction.

Nice To Haves

Financial planning background preferred, but not required.
Experience serving affluent or high-net-worth clients.

Responsibilities

Assess client needs and engage appropriate Old National business partners based on identified needs.
Collaborate with an Old National Wealth Advisor to manage and deepen client relationships in the portfolio.
Provide superior client service through regular client meetings and calls, financial reviews, coordination with product specialists, and solutions responsive to changing client needs.
Work with support teams to monitor and complete service-plan tasks and respond to clients’ day-to-day inquiries.
Prospect and self-source new client opportunities through referrals, networking, existing-book reviews, relationship expansion, calling, client entertainment, and participation in relevant organizations or associations.
Identify and refer appropriate business opportunities to Wealth, Community, Mortgage, Treasury Management, and Commercial Banking partners.
Maintain advanced knowledge of Private Banking products, processes, changing legislation, and industry trends and practices.
Develop a subject matter area of expertise and use relevant industry exposure and relationships to support business development and build centers of influence.
Screen and identify prospects and convert them into Private Banking customers.
Build collaborative relationships with internal lines of business to generate referrals and acquire and deepen customer relationships.
Develop industry knowledge, external relationships, and profile to provide added value to customers.